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EdgarTools v4.15.0

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@dgunning dgunning released this 26 Sep 17:47
· 2104 commits to main since this release
v4.15.0
5f02a48

🚀 EdgarTools v4.15.0 - Enhanced Developer Experience & ETF Support

This release brings significant improvements to developer experience with intuitive period filtering APIs and comprehensive ETF support, plus important bug fixes for SGML parsing.

🆕 Added

Period Type Filtering API - Intuitive period filtering for enhanced developer experience

  • New get_facts() parameter: Direct period type filtering with company.get_facts(period_type=PeriodType.ANNUAL)
  • FactQuery.by_period_type(): Chainable period filtering in query interface
  • EntityFacts.filter_by_period_type(): Direct filtering on facts objects
  • Coverage: Supports ANNUAL, QUARTERLY, MONTHLY period types with automatic period length mapping
  • Impact: Transforms period filtering from "knowledge-required" to "intuitive" for common EdgarTools operations

Enhanced ETF Support - Comprehensive ETF ticker and series resolution

  • ETF Series Search (FEAT-417): Enhanced Fund class with ticker-to-series resolution
  • ETF Ticker Holdings (FEAT-418): Intelligent ticker resolution with CUSIP fallback for NPORT-P filings
  • Smart ETF Fallback: 100% success rate with popular ETFs (SPY, QQQ) via company ticker resolution
  • New Services: TickerResolutionService and TickerSeriesResolver with comprehensive caching
  • Coverage: Automatic ticker resolution in holdings data with clear diagnostics
  • Impact: Fund("SPY") now works perfectly, enabling seamless ETF analysis

🐛 Fixed

SGML Parser Regression with HTML Content Detection - Resolved false positive HTML detection in valid SGML

  • Problem: Valid SGML containing HTML/XBRL content within <TEXT> sections was incorrectly flagged as HTML
  • Solution: Reordered detection logic to check for valid SGML structure before HTML content detection
  • Coverage: Maintains protection against SEC HTML error responses while fixing inline XBRL parsing
  • Impact: Fixes regression in SGML parsing for filings with inline XBRL content

⚡ Enhanced

Test Infrastructure Improvements - Enhanced test reliability and isolation

  • Cache Contamination Fixes: Proper cache clearing to prevent test interference
  • Test Isolation: Monkeypatch-based EDGAR_IDENTITY handling for better test isolation
  • Pytest Marks: More accurate test categorization for selective test execution
  • Coverage: All 51 ETF feature tests pass consistently in isolation and full suite
  • Impact: Improved test reliability and developer experience

📦 Installation

pip install edgartools==4.15.0

🔗 Links

📈 Key API Examples

Period Type Filtering (New!)

from edgar import Company
from edgar.entity import PeriodType

# Direct filtering (new intuitive API)
company = Company('AAPL')
annual_facts = company.get_facts(period_type=PeriodType.ANNUAL)
quarterly_facts = company.get_facts(period_type=PeriodType.QUARTERLY)

# Query interface (new)
quarterly_revenue = facts.query().by_period_type(PeriodType.QUARTERLY).by_concept("Revenue").execute()

# EntityFacts filtering (new)
annual_filtered = facts.filter_by_period_type(PeriodType.ANNUAL)

Enhanced ETF Support (New!)

from edgar.funds import Fund

# ETF ticker resolution now works seamlessly
spy_fund = Fund("SPY")  # Now works perfectly!
series = spy_fund.get_series()  # Get ticker-specific series

# Holdings with automatic ticker resolution
holdings = spy_fund.latest_portfolio_holdings()
for holding in holdings:
    print(f"{holding.ticker} - {holding.name}")  # Automatic ticker resolution

Full Changelog: v4.14.2...v4.15.0

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